|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$250M
|
-$12.4M
|
-414,024
|
-5%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$139M
|
+$8.87M
|
+296,866
|
+7%
|
|
|
3
|
Private Ocean
San Rafael,
California
|
$88.4M
|
+$1.55M
|
+51,998
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$84.9M
|
+$14.5M
|
+486,116
|
+21%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$72.5M
|
+$13.8M
|
+462,490
|
+24%
|
|
|
6
|
|
$53.2M
|
+$3.91M
|
+130,810
|
+8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.6M
|
+$8.81M
|
+294,750
|
+24%
|
|
|
8
|
|
$35.8M
|
+$2.32M
|
+77,712
|
+7%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$33.2M
|
+$4.56M
|
+152,390
|
+16%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$32.8M
|
+$2.56M
|
+85,772
|
+9%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.5M
|
+$2.14M
|
+71,710
|
+14%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
+$4.88M
|
+163,240
|
+42%
|
|
|
13
|
1900 Wealth Management
San Antonio,
Texas
|
$16.5M
|
+$1.08M
|
+36,288
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
+$491K
|
+16,440
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
+$1.51M
|
+50,554
|
+12%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
+$1.01M
|
+33,624
|
+8%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.7M
|
-$559K
|
-18,712
|
-4%
|
|
|
18
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$13.6M
|
+$13.5M
|
+451,690
|
New
|
|
|
19
|
Empowered Funds
Havertown,
Pennsylvania
|
$12.1M
|
+$12M
|
+401,400
|
New
|
|
|
20
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$11.6M
|
+$11.5M
|
+386,166
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
-$2.76M
|
-92,304
|
-20%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$11.4M
|
+$1.28M
|
+42,666
|
+13%
|
|
|
23
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$11.2M
|
+$11.1M
|
+372,318
|
New
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$10.6M
|
-$449K
|
-15,018
|
-4%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$9.26M
|
-$11.3M
|
-377,076
|
-55%
|
|
